Loomis, Sayles & Company
SHY icon

Loomis, Sayles & Company’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Loomis, Sayles & Company’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,653
Closed -$217K – 757
2024
Q4 		$217K Buy
+2,653
New +$218K ﹤0.01% 518

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Loomis, Sayles & Company's SHY Position: Q1 2025 in Review

Loomis, Sayles & Company sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q1 2025, closing a stake of 2,653 shares — an estimated $217K sold.

Loomis, Sayles & Company first reported a position in SHY in Q4 2024 and held it in 1 quarter. The position peaked at $217K in Q4 2024. 1,167 funds tracked by Wall St. Rank hold SHY as of Q1 2025.

  • Loomis, Sayles & Company reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Loomis, Sayles & Company sold 2,653 iShares 1-3 Year Treasury Bond ETF shares in Q1 2025, an estimated $217K.
  • Loomis, Sayles & Company first reported a position in iShares 1-3 Year Treasury Bond ETF in Q4 2024 and held it in 1 quarter.
  • Loomis, Sayles & Company's iShares 1-3 Year Treasury Bond ETF position peaked at $217K in Q4 2024.
  • 1,167 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q1 2025.

Based on Loomis, Sayles & Company's 13F filing for Q1 2025, filed 14 May 2025.